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Dimensional Global Short Dated Bond GBP Acc

Ranked 6 out of 7 in - Global Short Term over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to seek to maximise current income while preserving capital. The investment policy of this Fund is to purchase high quality, investment grade short term fixed income and floating-rate securities and money market instruments issued by governmental, quasi-governmental and corporate issuers in developed countries which mature in five years or less from the date of settlement of the purchase of the instrument. At the present time, developed countries comprise those countries listed below. It is not the current intention of the Fund to invest in emerging markets.

Showing fund performance in United Kingdom View performance globally

Performance

Global Short Term over : 30/09/2016 - 30/09/2017
  • Rank 6/7 Total Return
  • Rank 7/7 Standard Deviation
  • Rank 7/7 Max Drawdown
Fund Name Currency Return
3 Payden Global Sterling Reserve GBP Acc GBP

0.7%

4 JPM Global Short Duration Bond C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

0.2%

5 JPM Global Govt Short Duration Bd C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.3%

6 Dimensional Global Short Dated Bond GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

7 SEI SGMF Gl Short Duration Bd Hgd GBP Wlth A Dist

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

Fund Name Currency Risk
3 JPM Global Short Duration Bond C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

0.6

4 SEI SGMF Gl Short Duration Bd Hgd GBP Wlth A Dist

Currency exposure is hedged

Currency exposure is hedged

GBP

0.7

5 Barclays GA - Global Short Duration Bond M Inc GBP GBP

0.9

6 HSBC GIF Global Short Duration HY Bond ZQH GBP D GBP

1.4

7 Dimensional Global Short Dated Bond GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.6

Fund Name Currency Loss
3 JPM Global Govt Short Duration Bd C Dis GBP Hdg

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.5%

4 Barclays GA - Global Short Duration Bond M Inc GBP GBP

-0.5%

5 HSBC GIF Global Short Duration HY Bond ZQH GBP D GBP

-0.5%

6 SEI SGMF Gl Short Duration Bd Hgd GBP Wlth A Dist

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.6%

7 Dimensional Global Short Dated Bond GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-1.7%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 0.5% 0.5% 0.2%
2016 2.2% 2.3% 1.2% 0.5% -1.7%
2015 1.6% 1.4% -0.4% 1.1% -0.5%
2014 3.2% 0.8% 1.0% 0.3% 1.1%
2013 -0.2% 0.4% -1.5% 0.9% 0.0%
2012 5.1% 1.8% 1.1% 1.7% 0.4%
2011 4.8% 0.5% 2.6% 2.2% -0.5%
2010 5.2% 1.8% 2.1% 3.2% -2.0%
2009 4.3% -0.1% 1.0% 3.0% 0.4%
2008 7.0% 1.6% 0.8% 1.8% 2.7%
2007 5.5% 1.4% 0.8% 1.9% 1.4%
2006 3.5% 0.3% 0.4% 2.1% 0.7%
2005 4.2% 0.7% 3.1% 0.5% -0.2%
2004 -1.7% 3.1% 1.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. United Kingdom

Fund Info

  • Launch date12/01/2004
  • Share Class size1,331Mn
  • Base currencyGBP
  • ISIN GB0033772848
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.25%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).